Budgeting Template

INCOME Amount Frequency Monthly Equivalent

(After Taxes & Deductions) Received
Employment income Please Select
Spousal support, child support Please Select
Retirement income Please Select
Social assistance Please Select
Other (provide details): Please Select
Total Income (After Taxes & Deductions) $0

Periodic Expense?
EXPENSES Amount Frequency Monthly (consider setting aside
Paid Equivalent money every month for
periodic expenses)

Housing
Rent, mortgage Please Select
Property taxes, condo fees Please Select
House, tenant insurance Please Select
Repairs, maintenance, furniture, appliances Please Select
Utilities (electricity, gas, oil, propane, water) Please Select
Phone, internet, TV Please Select
Other (provide details): Please Select
Food
Food purchased from stores Please Select
Food purchased from restaurants Please Select
Transportation
Vehicle loan or lease payments Please Select
Vehicle insurance Please Select
Fuel Please Select
Maintenance, repairs, plate renewal Please Select
Parking Please Select
Public transportation (bus, train, taxi, etc.) Please Select
Other (provide details): Please Select
Family
Childcare Please Select
Spousal support, child support Please Select
Children's allowance Please Select
Other (provide details): Please Select

Lifestyle
Entertainment, sports Please Select
Recreation Please Select
Tobacco, alcohol, marijuana, gambling Please Select
Vacation Please Select
Other (provide details): Please Select
Personal Care
Clothing Please Select
Laundry, dry cleaning Please Select
Haircuts, cosmetics, toiletries Please Select
Other (provide details): Please Select
Health
Medical, dental Please Select
Various insurance (life, medical, etc.) Please Select
Other (provide details): Please Select
Miscellaneous
Payments to LIT / estate Please Select
Student loan repayment Please Select
Education and professional development Please Select
Various fees (bank, legal, etc.) Please Select
Gifts, donations Please Select
Pet (food, vet, etc.) Please Select
Other (provide details): Please Select
Total Expenses $0
 Frequency
SAVINGS Amount Monthly Equivalent
Deposited
Emergency fund Please Select
Financial goals Please Select
Total Savings $0

Balancing Your Budget

Make adjustments to your income, savings, and expenses so that your budget is balanced
Period Every Month
Total Income $0
Total Savings $0
Congratulations!
Total Expenses (including Your budget is balanced within 5%!
money you need to save to pay for $0
expenses that do not occur
monthly)

Difference $0

Verison 1.1